Anyone with View and Edit permissions can upgrade a trial account to a paid plan by taking the steps below:

1. Click the Upgrade button in the header of your account or head to Settings and click the green Upgrade now button.
2. Select Pay monthly or Pay yearly for your billing cycle, and enter the number of seats you need in the account.
   • Your seat count should include anyone who needs access to the account (even if they won’t be scheduled) and anyone you’ll be scheduling (even if they won’t have access to the account).
   • If you need to upgrade with fewer seats than the current number of active people, you’ll need to archive people first.
3. Enter your Payment details, Billing address, and Receipt recipient.
4. Click Upgrade.

If you choose a monthly subscription, we’ll bill you each month on the date of your first payment. If you choose to pay yearly, we’ll bill you each year on the date of your first payment.

Visit our pricing page for more information on pricing.

If you imported sample people from a Harvest trial account, please manually archive or delete them from your Forecast account before upgrading. Otherwise, the system will require paid user seats for them.

If you have more people in an expired trial than you need in your paid account, please reach out to us directly.